Institutional Ownership Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX). We have compiled data on the 1,353 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
106,346
shares
|
$2.53 Million
1.49% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
105,001
shares
|
$2.5 Million
2.46% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
104,988
shares
|
$2.5 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
104,721
shares
|
$2.49 Million
1.44% of portfolio
|
Q3 2024
Added 43.27%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
104,574
shares
|
$2.49 Million
0.16% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
103,741
shares
|
$2.47 Million
2.12% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
103,567
shares
|
$2.46 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
102,897
shares
|
$2.45 Million
1.99% of portfolio
|
Q3 2024
Added 450.34%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
102,561
shares
|
$2.44 Million
1.84% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
101,312
shares
|
$2.41 Million
0.13% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
100,770
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
99,618
shares
|
$2.37 Million
5.27% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
98,743
shares
|
$2.35 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
98,073
shares
|
$2.33 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
97,537
shares
|
$2.32 Million
2.24% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
97,230
shares
|
$2.31 Million
0.75% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
96,763
shares
|
$2.3 Million
2.22% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
96,649
shares
|
$2.3 Million
0.81% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
95,975
shares
|
$2.28 Million
3.23% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
95,474
shares
|
$2.27 Million
0.53% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
95,467
shares
|
$2.27 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
95,333
shares
|
$2.27 Million
0.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
94,791
shares
|
$2.26 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
93,963
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
93,051
shares
|
$2.21 Million
2.9% of portfolio
|
Q3 2024
Added 2.66%
|